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20131202
20131210
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cyclical groups, the telecomes, health care, defensive groups. we're up right across the board, folks. it's been a very strong rally right at the open but not strong inform a mr. one guy said it threads the needle perfectly. people putting together a list of what the skmik news looks like this week. here's a look for the bulls, gdp numbers very strong overall. auto sales, over 16 million, the highest in six years here. october home sales were the highest since june 2008. highest in manufacturing, highest in two and a half years and cyber sales were up 20% on monday. >> we talked about the lower, disappointing numbers this week. earlier home sales reports were disappointing. retail reports have been generally disappointing this week. it's not unequivocal. if you throw in a budget deal, you can make the argument that the more defensive names have been the lagard group so far on the month. the market is suggesting there is that this rily is so strong at the hope that there's not a lot of ep side room right now. and you trickle down throughout the day and end up only 20 points. i'm not saying
been used to get this information, they're unhappy about it, looking for change. >> the defense, though, during the beginning of the nsa surveillance leak back in june, we started hearing the beginning of this, you could actually thwart certain attacks by connecting some people and their communications and the best defense i heard you can't find a needle in a haystack without a haystack but what can you find when looking at someone's gaming you're trying to connect a bunch of different data points you, might find something interesting. if you're able to connect this gamer who is having a conversation with that gamer, maybe what they're talking about isn't the game because these games have communications capables. a lot of time people have been using back channels like that talking about something they don't want eavesdropped upon. the broader issue for business, american companies are concerned that the world won't trust them and they're looking for growth in emerging markets. when any large american company now has this suspicion cast upon them because of what the u.s. government is do
for both domestic and defense programs, not likely to touch the hot buttons of tax increases or medicare and social security, more mundane revenue raisers, things like selling federal assets and aviation fees and on the entitlement side, hitting federal retirement but not medicare and social security. so that would be under wheming, but i know there's a lot of trader interest in that. it does appear they're going to reach that deal and it makes it much less likely we have a showdown in january that could result in another shutdown. >> that is good news, i guess you could argue for the market. the other thing, too, john, is to what degree the president continues this campaign of reselling the affordable care act, something that sounds like he's going to make it a daily occurrence from here on out. >> what he's got to do -- this is the most important program of his presidency -- is persuade people, despite all they've heard about the problems with the web site, other objections being raised by critics about privacy, about the difficulty of getting plans that they can afford after having a
Search Results 0 to 2 of about 3